MWM
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Modern Wealth Management’s Ventas VTR Stock Holding History

Modern Wealth Management’s Portfolio VTR Stock Details VTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$263K Buy
3,204
+188
+6% +$15.4K ﹤0.01% 758
2025
Q4 		$233K Buy
+3,016
New +$228K ﹤0.01% 766

Other funds holding VTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Modern Wealth Management's VTR Position: Q1 2026 in Review

Modern Wealth Management increased its Ventas (VTR) stake by 6.2% in Q1 2026, buying an estimated $15.4K and bringing the position to 3,204 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Modern Wealth Management first reported a position in VTR in Q4 2025 and has held it in 2 quarters since. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

  • Modern Wealth Management held 3,204 shares of Ventas worth $263K as of Q1 2026.
  • Modern Wealth Management bought 188 Ventas shares in Q1 2026, an estimated $15.4K.
  • Ventas made up ﹤0.01% of Modern Wealth Management's portfolio in Q1 2026, its #758 holding.
  • Modern Wealth Management first reported a position in Ventas in Q4 2025 and has held it in 2 quarters since.
  • 923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.